OPTIMUM RETIREMENT PLANNING LLC
Firm details
- Headquarters
- LAKE FOREST, Illinois
- CRD number
- 312732
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI94.89%
- Individuals5.11%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Optimum Retirement Planning LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm emphasizes financial planning and portfolio management for individuals and small-business owners and operates on a fixed-fee billing model rather than asset-based or performance fees. It does not market itself as an ESG investor and is not flagged as a multi-state advisory platform.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds79%
- US Government Bonds11%
- Exchange Traded Equities7%
Owners & executives
1 of 1Lawrence Pershing
Founder and CEOCRD 6207106
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
LAKE FOREST, IL
LAKE
Location
LAKE FOREST, IL
Headquartered in LAKE FOREST, IL, anchoring the Chicago-Naperville, IL-IN-WI metro in the Midwest.
- Metro area
- Chicago-Naperville, IL-IN-WI
- Region
- Midwest
- County
- LAKE
- Address
- 100 Saunders Rd
- Time zone
- CT (UTC-6)
- Office locations
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